Michael O'Brien, Financial Advisor

FINANCIAL ADVISOR
Michael Y O'Brien

AAMS™
2323 E Capitol Drive, Shorewood, WI 53211opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Sustainable investing
  • College Savings
  • Insurance & Annuities
  • Estate & Legacy Strategies

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Camping
  • Home Improvement
  • Outdoor Enthusiast
  • Sailing
  • Woodworking

Team Members

  • Michelle Molina
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(414) 963-8727

Fax

(866) 462-0146

Office Address

2323 E Capitol Drive
Shorewood, WI 53211opens in a new window

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